Home maintenance schedule from the manuals: monthly to yearly

How House Works EditorialChecked against 28 sources,
How it is checked
Methodology
Page
HHW · MAINTENANCE · HOME-MAINTENANCE-SCHEDULE
Based on
Manufacturers' installation and owner's manuals

Checklist

  • Daily: check the boiler pressure gauge against the limit in your manual (24 or 25 psig on the Weil-McLain boilers here)
  • Every 2 weeks: clean the mini-split indoor air filter (Mitsubishi, Daikin, Fujitsu and MRCOOL manuals)
  • Monthly, or on the interval in your manual: check the furnace filter
  • Monthly: test CO alarms (USFA, CPSC)
  • Monthly: drain a few quarts from a Rheem gas tank water heater, as its manual suggests
  • Every 6 months: check boiler gas and water piping and operate or test the relief valve (Weil-McLain ECO Tec Series 3, Navien NHB-H)
  • Yearly or at the start of the heating season: book the technician inspection your furnace or boiler manual asks for
  • Yearly: lift the relief valve lever on a Rheem gas tank (AP23060), with no one in the path of the hot water

Each point is explained below with its source: the manual page or the government agency.

Manufacturers print their own maintenance intervals, from a daily look at a boiler gauge to a yearly inspection by a technician. The tables below collect the intervals from 23 manufacturer manuals and from five federal agencies, sorted by how often, with the equipment, who the document says does the job, and the page. Where two brands, or two pages of one manual, give different numbers, both are shown as printed. The tables are a selection and do not reproduce every maintenance item in each manual.

In the Who column, Owner means the document addresses the owner or user, Technician means it names a qualified technician, service agency, dealer or other professional, and Not named means it names no one. Each row covers only the models in that document; another brand or model can print a different interval, so check the manual for your own equipment.

Daily

Task How often Who Equipment and brand Source
Check the boiler area and the air openings; check the pressure/temperature gauge; verify the boiler jacket door is securely closed Daily Owner Boiler, Weil-McLain ECO Tec Series 3 Weil-McLain ECO Tec Series 3 user’s manual, p. 5
Make sure the gauge reading does not exceed 24 psig (ECO Tec Series 3; Evergreen Series 2 with a 30 psig relief valve) or 25 psig (Ultra Series 4) Daily Owner Boiler, Weil-McLain ECO Tec Series 3, Evergreen Series 2 and Ultra Series 4 user’s manuals, p. 6
Verify the vent discharge and air intake are clean and free of obstructions; remove any debris on the openings Daily Owner Boiler, Weil-McLain ECO Tec Series 3 Weil-McLain ECO Tec Series 3 user’s manual, p. 6
Check that the boiler area is free of combustible or flammable materials and air contaminants; check the gauge for signs of higher than normal pressure Daily Owner Boiler, Navien NHB-H Navien NHB-H user’s manual, p. 18
Inspect the enclosure louvers for dirt and debris; remove shrubs or tall grass within 3 ft (0.91 m) of the intake and discharge louvers; clean out debris inside the enclosure “Daily If Run Continuously or Before Each Use” Not named Standby generator, Generac 10–28 kW Generac 10–28 kW owner’s manual, p. 27
Verify the oil level Daily when an outage means running the generator for extended periods Owner Standby generator, Generac 10–28 kW Generac 10–28 kW owner’s manual, p. 28

The Weil-McLain numbers are upper limits, and they differ by boiler family. Higher pressure may indicate a problem with the expansion tank; if the problem persists, contact a qualified service technician (Weil-McLain ECO Tec Series 3 user’s manual, p. 6). Navien’s daily check gives no number (Navien NHB-H user’s manual, p. 18), and none of these owner manuals prints a normal range for the owner’s daily gauge check. On the Generac schedule, the same column as the louver check also covers lines and connections for fuel or oil leaks and the engine oil level (Generac 10–28 kW owner’s manual, p. 27); the generator stops if the oil level is low (p. 28).

Weekly to monthly

Task How often Who Equipment and brand Source
Inspect and clean the enclosure louvers Weekly Not named Standby generator, Generac 7.5 kW PowerPact Generac 7.5 kW PowerPact owner’s manual, p. 20
Exercise run: the generator starts by itself and runs about 12 minutes Every seven days, on the day and at the time the timer was set Owner (sets the timer with the SET EXERCISE button, held 3 seconds) Standby generator, Generac 7.5 kW PowerPact Generac 7.5 kW PowerPact owner’s manual, p. 15
Exercise run of 5 to 20 minutes (5 by default); runs only when the generator is in AUTO Weekly, biweekly or monthly, as configured Technician (the timer is configured in Field Pro, the app for qualified installers; the homeowner app, Mobile Link, has Exercise Now) Standby generator, Generac 10–28 kW Generac 10–28 kW owner’s manual, pp. 16, 22
Clean the main indoor air filter Every 2 weeks Owner Mini-split: Mitsubishi MSZ-GS18NA; Daikin OTERRA 115V; Fujitsu ASUH09KMAS, ASUH12KMAS; MRCOOL DIY 5th generation Mitsubishi operating instructions, p. En-12; Daikin operation manual, p. 19; Fujitsu operation manual, p. En-11; MRCOOL DIY 5 manual, p. 35
Clean or replace the filter “Twice a month during seasons when the unit runs more often” Owner Gas furnace, Trane / American Standard Trane 32-5083-1C-EN owner’s information, PDF p. 3
Replace disposable filters with the same size as originally supplied Every month Owner Gas furnace, Trane / American Standard Trane 32-5083-1C-EN owner’s information, PDF p. 3
Check the filter; clean or replace it if necessary Every four weeks Owner Gas furnace, Carrier 90GSFRN Carrier 90GSFRN owner’s manual, p. 7
Inspect the filter; clean or replace it when necessary Monthly Owner Gas furnace, Lennox EL297UHEK Lennox EL297UHEK user’s manual, p. 5
Inspect the filter; replace it with a clean one if necessary Monthly Owner Gas furnace, Rheem 92-20802-128-03 Rheem 92-20802-128-03 furnace user’s manual, p. 7
Check the filter; replace or clean it as necessary “At least once a month” (troubleshooting list) Owner Gas furnace, Goodman HIG-2002A Goodman HIG-2002A user’s manual, p. 8
Check the vent piping, air piping, relief valve and condensate drain system Monthly Owner Boiler, Weil-McLain ECO Tec Series 3 Weil-McLain ECO Tec Series 3 user’s manual, p. 5
Visually inspect the vent piping for leakage and blockage, and the burner flames; inspect the condensate trap and the PVC fittings Monthly Owner Boiler, Navien NHB-H Navien NHB-H user’s manual, p. 18
Drain a few quarts from the tank to clear hard water deposits Every month (“suggested”) Owner Gas tank water heater, Rheem AP23060 Rheem AP23060 use and care manual, p. 20
Drain a few quarts from the tank Every month, in a program “strongly suggested” for the owner Owner Gas tank water heater, Rheem AP21831 Rheem AP21831 use and care manual, p. 39
Clean the water filter Monthly Owner Tankless water heater, Rheem RTGH Rheem RTGH use and care manual, pp. 66, 68
Test CO alarms At least once a month (USFA); monthly, with smoke alarms, replacing batteries if needed (CPSC); “regularly” (CDC) Owner CO alarms USFA; CPSC; CDC

Every 2 to 6 months

Task How often Who Equipment and brand Source
Inspect, clean or change the filters “Every two months or as required” Owner Gas furnace, Goodman HIG-2002A Goodman HIG-2002A user’s manual, p. 7
Clean the air intake filter Every 3–4 months Owner Tankless water heater, Navien NPE-2 Navien NPE-2 user’s manual, p. 14
Air cleaning filter (Anti-Allergy Enzyme Filter) Every 3 months; replace every year Owner Mini-split, Mitsubishi MSZ-GS18NA Mitsubishi operating instructions, p. En-12
Microparticle catching filter (optional) Clean every 3 months; replace every 3 years Owner Mini-split, Mitsubishi MSZ-GS18NA Mitsubishi operating instructions, p. En-12
Check the boiler piping (gas and water); operate the relief valve Every 6 months Owner Boiler, Weil-McLain ECO Tec Series 3 Weil-McLain ECO Tec Series 3 user’s manual, p. 5
Inspect the boiler piping (gas and water) for leaks; test that the relief valve is operating normally Every 6 months Owner Boiler, Navien NHB-H Navien NHB-H user’s manual, p. 18
Change the engine oil Every 6 months or 50 hours of operation when the ambient temperature is below 40°F (4.4°C) Not named Standby generator, Generac 7.5 kW PowerPact Generac 7.5 kW PowerPact owner’s manual, p. 20

Each season

Task How often Who Equipment and brand Source
Inspection of the complete system “Each season (heating and cooling)” Technician (licensed professional service technician or equivalent) Gas furnace, Lennox EL297UHEK Lennox EL297UHEK user’s manual, p. 5
Inspection by a qualified installer or service agency “At least once per year”, at the beginning of the heating season Technician Gas furnace, Goodman HIG-2002A Goodman HIG-2002A user’s manual, p. 7
Inspection by a qualified service agency At the start of each heating season Technician Gas furnace, Trane / American Standard Trane 32-5083-1C-EN owner’s information, PDF p. 2
Examine the furnace by Steps 1 to 8 in the manual (heat exchanger, vent pipe, return-air connections, casing, flames, filters and accessories) Before each heating season Owner Gas furnace, York 6647854 York 6647854 user’s manual, pp. 4, 6
Check or replace the factory-specified disposable media filter Before each heating and cooling season Owner Gas furnace, Carrier 90GSFRN Carrier 90GSFRN owner’s manual, p. 7
Inspect, service and start up the boiler Beginning of the season (an annual start-up) Technician Boiler, Weil-McLain ECO Tec Series 3 Weil-McLain ECO Tec Series 3 user’s manual, p. 5
Inspect the boiler At the beginning of every heating season and/or when there is a problem Technician Boiler, Navien NHB-H Navien NHB-H user’s manual, p. 18
Have fuel-burning appliances inspected At the beginning of every heating season Technician (trained professional) Oil and gas furnaces, gas water heaters, gas ranges and ovens, gas dryers, gas or kerosene space heaters, fireplaces, wood stoves EPA
Shut the boiler down, unless it is used for domestic hot water Non-heating season Owner Boiler, Navien NHB-H Navien NHB-H user’s manual, p. 18
Shut the boiler down, unless it is used for domestic water (those must run year-round); drain the system only if it will be exposed to freezing, and not at all if it holds antifreeze End of season Owner Boiler, Weil-McLain Ultra Series 4 Weil-McLain Ultra Series 4 user’s manual, pp. 5, 8

Once a year

Task How often Who Equipment and brand Source
Inspect the furnace and its vent system Annually Technician (licensed professional service technician or equivalent) Gas furnace, Lennox EL297UHEK Lennox EL297UHEK user’s manual, p. 5
Professional check-up, including the combustion-air and vent piping inside and the pipe terminations outside Annually Technician (trained service specialist) Gas furnace, Carrier 90GSFRN Carrier 90GSFRN owner’s manual, p. 10
Annual inspection Annual (“recommended”) Technician (qualified installer, service agency or the gas supplier) Gas furnace, Rheem 92-20802-128-03 Rheem 92-20802-128-03 furnace user’s manual, p. 7
Annual inspection of the entire heating portion of the unit Annual Technician (qualified service agency); making sure it happens is the user’s responsibility Gas furnace, York 6647854 York 6647854 user’s manual, p. 4
Replace the factory-specified disposable media filter At least once a year Owner Gas furnace, Carrier 90GSFRN Carrier 90GSFRN owner’s manual, p. 7
Lift and release the lever on the temperature and pressure relief valve; let a few quarts drain through the discharge line to an open drain At least once a year Owner (routine program “followed by the user”) Gas tank water heater, Rheem AP23060 Rheem AP23060 use and care manual, p. 20
Remove the anode rod for inspection; replace it when more than 6 in. of core wire is exposed at either end Annually Not named Gas tank water heater, Rheem AP23060 Rheem AP23060 use and care manual, p. 20
Inspect the gas venting system and the chimney Annually Not named Gas tank water heater, Rheem AP20849 Rheem AP20849 use and care manual, p. 21
Visually inspect the pilot burner and main burner Annually Not named Gas tank water heater, Rheem AP23060 and AP20849 Rheem AP23060 and AP20849 use and care manuals, p. 21
Inspect the venting system to make certain the passageways are free and unobstructed At least yearly Owner (owner’s program) Gas tank water heater, Rheem AP21831 Rheem AP21831 use and care manual, p. 39
Inspection Annually Technician (trained and qualified professional) Tankless water heater, Rinnai SENSEI RX Rinnai SENSEI RX manual, p. 64
Flush the heat exchanger Residential: once a year at 61 mg/L hardness and above; none for soft water (0–60 mg/L) Not named on p. 11; Rinnai gives repairs and maintenance to a trained and qualified professional (p. 64) Tankless water heater, Rinnai SENSEI RX Rinnai SENSEI RX manual, pp. 11, 64
Operate the pressure relief valve manually Once a year Owner and technician: the page gives both (see below) Tankless water heater, Rinnai SENSEI RX Rinnai SENSEI RX manual, p. 65
Periodic check and maintenance, including dust and soot in the exhaust vent and its terminal, operation of the pressure relief valve, and blockage at the condensate drain discharge Once a year Technician Tankless water heater, Noritz EZ and NRCR Noritz EZ/NRCR owner’s guide, p. 26
Check the pressure relief valve: lift the lever, let several gallons flush to the drain, release it Annually Owner (user preventive maintenance) Tankless water heater, Rheem RTGH Rheem RTGH use and care manual, p. 68
Clean and inspect the chimney and vents Every year Technician (qualified professional) Chimney and vents USFA
Schedule items: water intrusion; fuel system leak test “Every Year” Not named Standby generator, Generac 10–28 kW Generac 10–28 kW owner’s manual, p. 27

Periodically or no fixed interval

Task How often Who Equipment and brand Source
Pre-season inspection: clean all filters, check for damaged wires and for leaks, make sure nothing blocks the air inlets and outlets, replace batteries After long periods of non-use, or before periods of frequent use Owner Mini-split, MRCOOL DIY 5th generation MRCOOL DIY 5 manual, p. 36
Examine and replace the external air filters “As needed”, no number Owner Gas furnace, York 6647854 York 6647854 user’s manual, p. 6
Clean the filter on the water inlet “As frequently as required by the quality of your local water” Owner Tankless water heater, Noritz EZ and NRCR Noritz EZ/NRCR owner’s guide, p. 5
Test the LWCO (low water cutoff) for proper operation Periodically Owner Boiler, Navien NHB-H Navien NHB-H user’s manual, p. 18
Inspect the combination gas control (thermostat), burner, relief valve and venting system; AP20849 adds the internal flue-way Periodic, no number Technician (service personnel qualified in gas appliance repair) Gas tank water heater, Rheem AP23060 and AP20849 Rheem AP23060 and AP20849 use and care manuals, p. 20
Inspect the relief valve and venting system Periodic, no number Technician (service technicians qualified in gas appliance repair) Gas tank water heater, Rheem AP21831 Rheem AP21831 use and care manual, p. 39
Inspect the gas venting system and the chimney Periodically, no number Not named Gas tank water heater, Rheem AP23060 Rheem AP23060 use and care manual, p. 21
Clean the burner No interval Technician (qualified service personnel only) Gas tank water heater, Rheem AP23060 and AP20849 Rheem AP23060 and AP20849 use and care manuals, p. 21
Check the heater’s operation and controls before it goes back in service After a long shutdown (AP23060); after 60 days or more idle (AP21831) Technician Gas tank water heater, Rheem AP23060 and AP21831 Rheem AP23060 use and care manual, p. 21; Rheem AP21831 use and care manual, p. 39
Inspect the burner, relief valve, air intake filter, water filter and venting system Periodic, no number Technician (qualified service technician) Tankless water heater, Rheem RTGH Rheem RTGH use and care manual, p. 68
Flush the heat exchanger No interval printed Owner; an authorized technician or licensed professional if you are uncertain about any step Tankless water heater, Navien NPE-2 Navien NPE-2 user’s manual, p. 12
Flush the heat exchanger in hard water areas “Periodic”; the descaling reminder is disabled at the factory Not named Tankless water heater, Noritz EZ and NRCR Noritz EZ/NRCR owner’s guide, p. 28
Flush the heat exchanger “Regularly”, no number (water quality section of the installation chapter) Not named Tankless water heater, Rheem RTGH Rheem RTGH use and care manual, p. 37

Where the manuals disagree

Furnace filter

There is no single furnace filter interval in these manuals, and Goodman prints two in one document: “at least once a month” in its troubleshooting list (Goodman HIG-2002A user’s manual, p. 8) and “every two months or as required” a page earlier (p. 7). Lennox and Rheem say monthly (Lennox EL297UHEK user’s manual, p. 5; Rheem 92-20802-128-03 furnace user’s manual, p. 7), Carrier every four weeks (Carrier 90GSFRN owner’s manual, p. 7), Trane every month for disposable filters (Trane 32-5083-1C-EN owner’s information, PDF p. 3), and York as needed (York 6647854 user’s manual, p. 6). DOE’s Energy Saver guide says to clean or replace furnace filters once a month or as recommended (DOE Energy Saver guide, 2022, p. 15). That is a general figure. Where your furnace manual prints its own number, use it.

Rheem gas tank: owner program and technician inspection

The Rheem tank manuals put the relief valve and the vent on two lists. The routine program for the user includes the yearly lift of the relief valve lever (Rheem AP23060 use and care manual, p. 20) and, in AP21831, a venting check at least yearly (Rheem AP21831 use and care manual, p. 39). The same pages recommend a periodic inspection of the relief valve and venting system by people qualified in gas appliance repair (Rheem AP23060 and AP20849 use and care manuals, p. 20; Rheem AP21831 use and care manual, p. 39). The manuals ask for both.

The three manuals also word the same steps differently. AP23060 asks for a venting inspection “periodically” (p. 21). AP20849 says “periodically” on p. 20 and “annually” on p. 21 (Rheem AP20849 use and care manual), and AP21831 says “at least yearly” (p. 39). AP23060 and AP20849 both ask for a visual inspection of the pilot burner and main burner “annually” (p. 21). Draining a few quarts every month is a suggestion in AP23060 (p. 20) and part of a program AP21831 “strongly” suggests for the owner (p. 39). AP23060 does not say how long an “extended period” of shutdown is (p. 21); AP21831 says 60 days or more (p. 39).

Rinnai relief valve

The Rinnai SENSEI RX manual tells the owner to operate the pressure relief valve manually once a year, and a warning box on the same page says testing should only be performed by a trained and qualified professional (Rinnai SENSEI RX manual, p. 65). The manual does not reconcile the two. Since it also requires a yearly inspection by a trained and qualified professional (p. 64), our reading is to have the valve tested at that visit.

Flushing a tankless heater

Rinnai is the only tankless manual here with a flushing interval, and the interval depends on water hardness (Rinnai SENSEI RX manual, p. 11). Navien prints the procedure with no interval (Navien NPE-2 user’s manual, p. 12). Noritz says periodic flushing is necessary in hard water areas; its descaling reminder, which the customer or installer sets, is disabled at the factory (Noritz EZ/NRCR owner’s guide, p. 28). Rheem says to flush the heat exchanger regularly (Rheem RTGH use and care manual, p. 37). Once a year is Rinnai’s number for hard water; the other three manuals do not print it.

Tankless inlet water filter

Rheem says to clean the water filter monthly (Rheem RTGH use and care manual, p. 66), and Noritz as often as your local water requires (Noritz EZ/NRCR owner’s guide, p. 5). The 3–4 month interval in the Navien manual is for the air intake filter (Navien NPE-2 user’s manual, p. 14); Navien’s steps for cleaning the inlet water filter give no interval (p. 13).

Leave to a technician

For a gas furnace, all six manuals on this page ask for a professional inspection once a year or at the start of the heating season. Lennox says the yearly inspection of the furnace and its vent system is for your safety and to fulfill the terms of the limited warranty (Lennox EL297UHEK user’s manual, p. 5). Some manuals say “annual” and others “at the start of the heating season”; EPA asks for fuel-burning appliances to be inspected by a trained professional at the beginning of every heating season. One inspection a year, booked before the heating season, meets the annual and start-of-season wordings. Lennox also says to inspect the complete system each season, heating and cooling (Lennox EL297UHEK user’s manual, p. 5).

Weil-McLain says you must have an annual start-up performed by a qualified service technician (Weil-McLain ECO Tec Series 3 user’s manual, p. 5). Navien says a qualified technician should inspect the boiler at the beginning of every heating season and/or when there is a problem (Navien NHB-H user’s manual, p. 18).

For its gas tank water heaters, Rheem recommends a periodic inspection of the gas control, burner, relief valve and venting by service personnel qualified in gas appliance repair, and says burner cleaning must be performed only by qualified service personnel (Rheem AP23060 and AP20849 use and care manuals, pp. 20, 21). After a long shutdown, qualified service personnel should check the heater’s operation and controls (Rheem AP23060 use and care manual, p. 21). The manual does not say who removes the anode rod. It does warn that running the heater with the anode removed greatly shortens the life of the glass-lined tank and excludes warranty coverage (Rheem AP23060 use and care manual, p. 21).

Tankless manuals split the work differently. Rinnai says the heater must be inspected annually by a trained and qualified professional and that repairs and maintenance are for a trained and qualified professional as well (Rinnai SENSEI RX manual, p. 64). Noritz puts its yearly check with a qualified service technician (Noritz EZ/NRCR owner’s guide, p. 26). Rheem recommends a periodic inspection by a qualified service technician of the burner, relief valve, air intake filter, water filter and venting system (Rheem RTGH use and care manual, p. 68). Navien calls flushing “a somewhat complicated procedure,” says to contact an authorized technician or licensed professional if you are uncertain about any step, and warns that improper maintenance can void the warranty (Navien NPE-2 user’s manual, p. 12).

MRCOOL gives the indoor filters and the pre-season checks to the owner, but any maintenance and cleaning of the outdoor unit should be performed by an authorized dealer or a licensed service provider (MRCOOL DIY 5 manual, p. 36).

Generac recommends that all maintenance work on its 10–28 kW units be performed by an Independent Authorized Service Dealer (IASD); maintenance, replacement or repair of the emissions control devices and systems may be done by any repair shop or person of the owner’s choosing (Generac 10–28 kW owner’s manual, p. 26).

USFA asks you to have a qualified professional clean and inspect your chimney and vents every year.

This page is about how often. Snow at the vent terminals, keeping a tankless heater plugged in for freeze protection, draining after a power or gas loss, mini-split defrost and the distance for a portable generator are seasonal, and they are on the winter home maintenance checklist. Next to the Navien daily check for combustible materials in the boiler area, the water heater or furnace closet page covers clearances, combustion air and what to keep out of a closet with a gas appliance.

If a check turns up a fault code, the code pages give the manufacturer’s wording and the manual page for each code. Furnaces: Goodman, Lennox, Carrier, Trane and American Standard, Rheem, York. Boilers: Weil-McLain, Navien. Water heaters: Rinnai, Navien tankless, Noritz, Rheem tankless, Rheem gas tank. Mini-splits: Mitsubishi Electric, Daikin, Fujitsu, MRCOOL. Generators: Generac.

See also

Error codes: Carrier, Daikin, Fujitsu, Generac, Goodman, Lennox, Mitsubishi Electric, MrCool, Navien, Navien boilers, Noritz, Rheem, Rheem furnaces, Rheem gas tank water heaters, Rinnai, Trane and American Standard, Weil-McLain, York, Coleman and Luxaire

Sources

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